See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $42,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,052 | $91,407-39.8% | $135,903-59.5% | $71,457-23.0% |
| Participation rate | 49.7% | 75.7%-25.9pp | 81.9%-32.2pp | 67.9%-18.2pp |
| Annual return | 19.32% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,624 | $3,703-56.2% | $4,856-66.6% | $2,588-37.3% |
| Participant deferral / active EE | $3,842 | $7,092-45.8% | $7,758-50.5% | $4,289-10.4% |
| Admin fee / account holder | $289 | $1,266-77.2% | $10,762-97.3% | $1,587-81.8% |